Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By : Neil Benson
Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By: Neil Benson

Overview of this book

Whether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official syllabus for course 80294B including a 75-question practice exam.If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!

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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Neil Benson
Nov, 2012 | 306 pages
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Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Overview of Microsoft Dynamics CRM 2011
Overview of Microsoft Dynamics CRM 2011
Architecture of Microsoft Dynamics CRM 2011
Supported and unsupported customization
Deployment options
Using an implementation methodology
Customization security roles
Summary
2
Configuring the System Settings
Configuring the System Settings
Configuring the system settings
Understanding CRM for Outlook settings
Exportable settings
Summary
Test your knowledge
3
Configuring the Organization Structure
Configuring the Organization Structure
The organization structure
Business units
Users
Teams
Security roles and privileges
Other security features
Summary
Test your knowledge
4
Entity and Attribute Customization
Entity and Attribute Customization
Custom entities
Custom fields
Field-level security
Option sets
Managing entities in a solution
Publishing solutions
Summary
Test your knowledge
5
Data Modeling Using Entity Relationships
Data Modeling Using Entity Relationships
Introduction to entity relationships
Mappings
Connections
Summary
Test your knowledge
6
User Interface Customization: Forms, Views, and Charts
User Interface Customization: Forms, Views, and Charts
Customising forms
Customizing views
Customizing charts
Summary
Test your knowledge
7
Auditing
Auditing
What is auditing?
Configuring auditing
Auditing user access
Viewing the audit data
Audit permissions
Managing the audit log
Summary
Test your knowledge
8
Solutions
Solutions
Introduction to solutions
Working with solutions
Exporting solutions
Importing solutions
Summary
Test your knowledge
9
Sample Certification Exam Questions
Sample Certification Exam Questions
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Answers to Sample Certification Exam Questions
Answers to Sample Certification Exam Questions
Q. 1
Q. 2
Q. 3
Q. 4
Q. 5
Q. 6
Q. 7
Q. 8
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Answers to the Self-test Questions
Answers to the Self-test Questions
Chapter 2: Configuring the System Settings
Chapter 3: Configuring the Organization Structure
Chapter 4: Entity and Attribute Customization
Chapter 5: Data Modelling Using Entity Relationships
Chapter 6: User Interface Customization: Forms, Views, and Charts
Chapter 7: Auditing
Chapter 8: Solutions
Introduction to Microsoft Dynamics CRM Training and Certification
Introduction to Microsoft Dynamics CRM Training and Certification
Training courses and examinations
Certifications
Exam MB2-866—customization and configuration
Summary
Index
Index

Deployment options

There are three deployment options for Microsoft Dynamics CRM 2011:

  • On-premise

  • Partner-hosted

  • Online

This section summarizes the differences between the deployment options that are relevant to customization and configuration.

On-premise deployment

In an on-premise deployment, the Microsoft customer deploys Microsoft Dynamics CRM in its own data center. In an on-premise deployment, an internet-facing deployment (IFD) configuration is optional and only necessary when users outside the customer's network need access to the CRM application.

Partner-hosted deployment

In a partner-hosted deployment , a Microsoft hosting partner deploys Microsoft Dynamics CRM in the partner's data center. Customer access to the CRM application is usually achieved by using an IFD configuration.

Online deployment

In an online deployment, the customer subscribes to the Microsoft Dynamics CRM Online service that is hosted by Microsoft in its data centers.

Deployment differences

There are some important differences between the customization and configuration options available in an on-premise deployment and an online deployment, as described in the following table:

Customization and configuration option

On-premise

Online

Internet Lead Capture feature

Not available

Included

Scheduled reports feature

Included

Not available

Query language for custom reports

SQL or FetchXML

FetchXML only

Maximum number of the custom entities

Unlimited

300

Maximum number of the workflow processes

Unlimited

200

Custom workflow activities (assemblies)

Supported

Not supported

Custom database indexes

Supported

Not supported

Database backup

As required

Upon request

Database restore

As required

Not available

Note

The customization and configuration options of a partner-hosted deployment can vary widely, depending on the service provided by the partner, and are not discussed further here.

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